Sanchez Levi Garrett
75 holdingsFiling period: 2026-03-31Current AUM: $178.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44.9K | $26.8M | $30.8M | 17.29% | -- | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 291.9K | $18.7M | $20.6M | 11.57% | -- | 2026-03-31 |
| 3 | ESGV | VANGUARD WORLD FD | 90.9K | $10.2M | $12.0M | 6.74% | -- | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 71.4K | $7.9M | $8.9M | 5.02% | -- | 2026-03-31 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 204.2K | $7.5M | $8.4M | 4.72% | -- | 2026-03-31 |
| 6 | VSGX | VANGUARD WORLD FD | 87.1K | $6.2M | $7.0M | 3.92% | -- | 2026-03-31 |
| 7 | VXF | VANGUARD INDEX FDS | 26.1K | $5.4M | $6.2M | 3.45% | -- | 2026-03-31 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 116.0K | $5.2M | $6.0M | 3.37% | -- | 2026-03-31 |
| 9 | VTEB | VANGUARD MUN BD FDS | 102.4K | $5.1M | $5.1M | 2.85% | -- | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 92.4K | $5.0M | $5.4M | 3.05% | -- | 2026-03-31 |
| 11 | AAPL | APPLE INC | 16.8K | $4.3M | $5.2M | 2.91% | -- | 2026-03-31 |
| 12 | SUB | ISHARES TR | 38.2K | $4.1M | $4.1M | 2.28% | -- | 2026-03-31 |
| 13 | VTES | VANGUARD WELLINGTON FD | 40.2K | $4.1M | $4.0M | 2.27% | -- | 2026-03-31 |
| 14 | DIHP | DIMENSIONAL ETF TRUST | 100.8K | $3.2M | $3.5M | 1.95% | -- | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 8.6K | $3.2M | $4.0M | 2.24% | -- | 2026-03-31 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | 89.9K | $3.0M | $3.4M | 1.89% | -- | 2026-03-31 |
| 17 | AVDV | AMERICAN CENTY ETF TR | 29.0K | $2.9M | $3.0M | 1.70% | -- | 2026-03-31 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | 71.3K | $2.8M | $3.0M | 1.68% | -- | 2026-03-31 |
| 19 | XJH | ISHARES TR | 42.3K | $1.9M | $2.2M | 1.21% | -- | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 7.0K | $1.8M | $2.1M | 1.16% | -- | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 1.7K | $1.7M | $1.6M | 0.92% | -- | 2026-03-31 |
| 22 | SPAB | SPDR SERIES TRUST | 58.8K | $1.5M | $1.5M | 0.83% | -- | 2026-03-31 |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | 35.0K | $1.3M | $1.2M | 0.70% | -- | 2026-03-31 |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | 27.1K | $1.3M | $1.3M | 0.73% | -- | 2026-03-31 |
| 25 | ETHA | ISHARES ETHEREUM TR | 82.1K | $1.3M | $1.2M | 0.65% | -- | 2026-03-31 |
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